New Client Intake Questionnaire – Marketing Launch
Please complete this form to help us create an effective and targeted marketing strategy for your business.

Business Information

Business Name

Primary Contact Name

Email *

Phone *

Website

Brief Description of Your Product/Service *

To help us build targeted email lists and custom landing pages:

Target Audience

What are the top 3 problems your product solves for these customers?

Are there any geographic regions or zip codes you want to focus on? *

Are there any specific job titles or industries we should prioritize in targeting (e.g., facilities managers, procurement officers, school administrators)?

Email Marketing

What email address should marketing responses be funneled to?

Do you have brand colors, fonts, or logo files we should use? Please upload or provide access.

Social Media Marketing

What social media platforms are you currently active on?

FaceBook

Instagram

Other

Do you have existing photo/video content that you would like us to include?*

Are there any competitors or accounts whose style you admire that you would like us to take a look at?

If Yes upload here

Commercial Video Production

Do you have an existing video style or branding we should match? *

If yes please upload here

What message should each monthly 30-second commercial focus on?

Will you be providing talent, voiceovers, or locations, or do you need full production support?

Landing Pages/Funnels

What are the 5 key market segments you’d like to target with landing pages? (e.g., Schools, Elder Care Facilities, Builders, etc.)

Do you have a current shopping cart or e-commerce platform we should integrate with?

What value or call-to-action would work best for each audience segment? (e.g., “Get a Free Trial Lunch,” “Order for Your Whole Team,” “School Discount Code”)

Is there anything else we should know about your business, audience, or marketing goals?